Matthew David Stelmas
Investment adviser representative at Northwest Asset Management
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$4.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Northwest Asset ManagementJan 2017 to now
- Wells Fargo Advisors Financial Network, LLCOct 2013 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (AK, CA, TX).
Northwest Asset Management
Legal name: Nwam, LLC
$4.1BAssets managed
2,776Clients
61Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3013297
- Firm CRD
- 147923